APPLIED TECHNOLOGY CO., LTD.
4356・Standard Market・Information & Communication
Solution Services
Core business providing proprietary solutions for manufacturing and construction industries
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (Q1 cumulative, FY2026 (ending December 2026)) | ¥1,291 million | ¥1,307 million (Q1 cumulative, FY2025 (ending December 2025)) | ↓ |
| Segment profit (Q1 cumulative, FY2026 (ending December 2026)) | ¥241 million | ¥303 million (Q1 cumulative, FY2025 (ending December 2025)) | ↓ |
| Segment profit margin (Q1 cumulative, FY2026 (ending December 2026)) | 18.7% | 23.2% (Q1 cumulative, FY2025 (ending December 2025)) | ↓ |
| Revenue (full year, FY2025 (ending December 2025)) | ¥5,347 million | ― | — |
| Segment profit (full year, FY2025 (ending December 2025)) | ¥1,085 million | ― | — |
Business Details
A segment providing proprietary systems developed in-house to support productivity and quality improvement in manufacturing and construction industries. For manufacturing, the segment offers sales support solutions (Easy Configurator and Web Layout Planner), design and maintenance support (PLEX and FieldPlanner), and PLM integration services. For construction, the segment centers on BIM-related contracted development and toBIM brand services. Major customers include housing equipment manufacturers, building materials manufacturers, and general contractors. In the first quarter of FY2026 (ending March 2026)... wait, this segment reports on a calendar fiscal year basis (December fiscal year end); segment profit declined significantly by 20.5% year-on-year due to the occurrence of unprofitable projects.
Recent Overview
Q1 segment profit fell 20.5% year-on-year due to occurrence of unprofitable projects
For the cumulative first quarter of FY2026 (ending December 2026), revenue was ¥1,291 million (down 1.3% year-on-year) and segment profit was ¥241 million (down 20.5% year-on-year). Order intake was generally firm for both manufacturing and construction customers, but multiple unprofitable projects occurred in BIM-related work for construction customers, significantly pressuring segment profit. There has been no change to the earnings forecast, and the full-year plan remains unchanged.
Key Products
Growth Drivers
- Steady order intake for BIM-related contracted development projects amid labor shortages and productivity improvement needs in the construction industry
- Continued adoption of sales support solutions (Easy Configurator and Web Layout Planner), centered on housing equipment manufacturers and building materials manufacturers
- Increased inquiries for BIM integration work for housing equipment manufacturers amid the promotion of BIM adoption in the construction industry
- Differentiation and expansion strategy for peripheral business integration services in the PLM business
- Focus on expanding orders for BIM in facility design (mechanical, electrical, and piping)
Risks
- Temporary large decline in segment profit due to multiple unprofitable projects (down 20.5% year-on-year in Q1)
- Structural decline in revenue due to transition of software sales to an agency contract arrangement
- Impact on future revenue from a year-on-year decline in order intake and order backlog
- Uncertainty regarding capital expenditure outlook in manufacturing and construction industries (price increases, US trade policy, geopolitical risk)
- Upward pressure on selling, general and administrative expenses due to increases in personnel costs and other expenses (Q1 SG&A expenses rose 9.7% year-on-year to ¥286 million)
Last updated: March 24, 2026